Robert
Dahse
Isc Advisors, Inc
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About this Advisor
Robert Dahse is a certified financial planner working out of Dallas, Texas who has 10 years of industry experience. Dahse is an employee of Isc Advisors, Inc. The advisor has gained experience at Institutional Securities Corp, Team Financial Group, Dahse Financial Group and Isc Advisors, Inc. Dahse has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. Isc Advisors, Inc is a company headquartered in Dallas, TX. The company has offices in 11 locations and a total of 34 people on staff. It oversees $1 billion in assets among its 2,026 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises four charities and foundations. Of its 2,026 client accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. Isc Advisors, Inc has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types charged by Isc Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Isc Advisors, Inc Brokerage Details
$1,127,586,220
34
2,026
$556,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Dahse Work History
Robert has been registered as a financial advisor for 10 years.*
Dahse Financial Group
Isc Advisors, Inc
Institutional Securities Corp
Team Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Dahse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Isc Advisors, Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.